Vanguard Personalized Indexing Management’s KeyCorp KEY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.3M	Buy	164,371 +9,868	+6%	+$207K	0.03%	439
2025 Q4	$3.19M	Sell	154,503 -315	-0.2%	-$5.86K	0.03%	440
2025 Q3	$2.89M	Buy	154,818 +660	+0.4%	+$12.2K	0.03%	458
2025 Q2	$2.69M	Buy	154,158 +5,538	+4%	+$85.9K	0.03%	466
2025 Q1	$2.38M	Buy	148,620 +9,336	+7%	+$158K	0.04%	436
2024 Q4	$2.39M	Buy	139,284 +3,009	+2%	+$54K	0.04%	423
2024 Q3	$2.28M	Buy	136,275 +21,548	+19%	+$342K	0.04%	432
2024 Q2	$1.63M	Sell	114,727 -3,496	-3%	-$50.7K	0.03%	477
2024 Q1	$1.87M	Buy	118,223 +522	+0.4%	+$7.54K	0.04%	409
2023 Q4	$1.69M	Buy	117,701 +29,089	+33%	+$345K	0.04%	400
2023 Q3	$953K	Buy	88,612 +6,796	+8%	+$75.3K	0.03%	583
2023 Q2	$756K	Buy	81,816 +9,414	+13%	+$98.3K	0.02%	709
2023 Q1	$906K	Buy	72,402 +9,782	+16%	+$165K	0.03%	576
2022 Q4	$1.09M	Sell	62,620 -10,047	-14%	-$177K	0.05%	474
2022 Q3	$1.16M	Buy	72,667 +18,185	+33%	+$326K	0.05%	415
2022 Q2	$939K	Buy	54,482 +10,600	+24%	+$205K	0.04%	495
2022 Q1	$982K	Sell	43,882 -1,822	-4%	-$45.3K	0.05%	457
2021 Q4	$1.06M	Buy	45,704 +22,222	+95%	+$516K	0.06%	362
2021 Q3	$508K	Sell	23,482 -22,780	-49%	-$460K	0.05%	504
2021 Q2	$955K	Buy	46,262 +26,188	+130%	+$569K	0.1%	216
2021 Q1	$401K	Buy	20,074 +5,783	+40%	+$112K	0.06%	392
2020 Q4	$235K	Sell	14,291 -1,302	-8%	-$19K	0.05%	457
2020 Q3	$186K	Buy	+15,593	New	+$190K	0.05%	411